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Salesforce 201-Commercial-Banking-Functional Exam Syllabus Topics:
| Section | Objectives |
|---|---|
| Topic 1: Commercial Lending | - Risk assessment - Credit analysis - Loan types |
| Topic 2: Trade Finance | - Export financing - Guarantees - International trade finance goods and services - Letters of credit |
| Topic 3: Cash Management Services | - Cash management services provided to commercial clients |
| Topic 4: Commercial Banking Fundamentals | - Relationship Officers - Credit Analysts - Account types and banking regulations - Commercial Banking Managers |
Salesforce nCino 201 Commercial Banking Functional Sample Questions:
When setting a Route to look at a VisualForce Page what field holds the API name of the VisualForce Page?
- A. Body
- B. App Name
- C. Route Name
- D. Screen Name
Correct Answer: A 🗳️
True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.
- A. True
- B. False
Correct Answer: B 🗳️
Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route?
- A. The Main Navigation
- B. In the Magic Wand
- C. It won't render because it doesn't have a Parent Route
- D. The Secondary Navigation
Correct Answer: A 🗳️
True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing for Approval.
- A. True
- B. False
Correct Answer: B 🗳️
Which fields must be filled out when converting a Lead to a Loan?
- A. Customer Contact Information
- B. Product Information
- C. Related Entities
- D. Relationship and Loan Lookups
Correct Answer: B 🗳️
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